SearchExpress Menu item in Microsoft Office

A "Save to SearchExpress" Menu item in Word, Excel and Outlook Menus lets you save documents to the SearchExpress document repository while you are in Word, Excel or Outlook Email.

You can save documents to SearchExpress and also add index fields, such as invoice number, patient name, or client/matter number, while you are in Word, Excel or Outlook.

SearchExpress will default certain index fields for you. For example, if you are in Outlook, SearchExpress will add the From, To, Subject and Date of the email as index fields.

You can specify the documents be stored in SearchExpress in native format, e.g., Word, or that the documents be stored in SearchExpress as unalterable PDF or TIFF images.

Database Synchronization

Database Synchronization will synchronize data in SearchExpress with your ERP (accounting), CRM (customer management) or other systems.

For example, if you are scanning your A/P invoices and using SearchExpress Workflow to approve them, SearchExpress can update your A/P system with the Approval Status and Cost Code, by reading this data from the SearchExpress database and writing it to your A/P database.

Also, when you later pay the invoice, Synchronization could update SearchExpress with the Date Paid and Check Number, by reading this data from your A/P database and writing this data to the SearchExpress database.

Database Lookup

When scanning or indexing, speed data entry by looking up information from your business-critical applications. For example, enter a Customer Number and use the Lookup button to fill in the customer name and address, from any SQL or ODBC-compliant database.

Image Enable any Application

Search directly from any software application. If you are in your customer management software, accounts payable, or email, just highlight a word or phrase, and press a function key to perform a search and display the scanned documents containing the search phrase.

You can use a Web-services call to search and display images from your software application. For example, you could have an on-screen "Display Image" button in your software and the user could click the button to display the scanned document related to the on-screen information for that particular customer.

Pick Lists

Data-entry pick lists can be read from SQL or ODBC databases. For example, pick-list entries for vendor names could be read from your ERP software or any Microsoft SQL, Oracle or other ODBC compliant database.

These pick lists can be used in Scanning, Fielded Data Entry, Advanced Search, Remote Data Entry and Internet Scanning.

For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.